WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 68 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $276,000 | +8.7% | 6,840 | +7.9% | 0.00% | 0.0% |
| Q1 2019 | $254,000 | +22.7% | 6,340 | +13.8% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -3.7% | 5,570 | +9.0% | 0.00% | 0.0% |
| Q3 2018 | $215,000 | -7.3% | 5,110 | -5.5% | 0.00% | 0.0% |
| Q2 2018 | $232,000 | -0.9% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $234,000 | +14.7% | 5,410 | +7.9% | 0.00% | 0.0% |
| Q1 2017 | $204,000 | -2.9% | 5,015 | -9.1% | 0.00% | 0.0% |
| Q4 2016 | $210,000 | – | 5,515 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |